Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. WeberMessick is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Not-for-Profit Information Returns

WeberMessick is well versed in the preparation of 990 information returns for our Not-For-Profit clients.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Corporate Tax Services

WeberMessick prepares an array of business returns including 1120, 1120S and partnership form 1065. In addition, WeberMessick prepares a number of returns for sole proprietors, single member limited liability companies as well as returns for lessors of real estate. Our business owner clients also benefit from our tax planning services in which we estimate current tax year liability before year-end and offer suggestions to create efficiency.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Individual Tax Services

WeberMessick can prepare and e-file your individual tax return. In addition, for a large percentage of clients we prepare income tax projections to inform them of their expected tax liabilities or refunds.
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. Our knowledgeable staff can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.

Business Entity Selection

Choosing the form of entity of your business, “S” corporation, sole proprietor, limited liability company, etc., is a crucial decision that can have longstanding tax implications. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying and Selling a Business

Properly structuring the purchase or sale of a business is a necessity to ensure your purchase or sale goes through as smoothly as possible. Our competent and experienced staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Exit Strategy and Succession Planning

One thing all business owners must consider is what happens to the asset they have worked so hard for if they want to retire or if something more tragic were to happen such as death or disability.
WeberMessick helps business owners strategize about the key players, listens to the business owner’s desires and then develops a plan to accomplish the goals and protect the business while providing a tax- efficient solution.

Business Valuation

Whether you are considering buying or selling a business or in the midst of a difficult divorce, determining the true value of your business is critical. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Business Growth Planning

Growing a business to the optimal size is a challenging and sometimes daunting task. There is much more to consider than turning on the sales spigot and letting it flow. Having the right infrastructure in place and funding sources is critical to a business success. WeberMessick works with business owners to design plans for smart, efficient growth so that the business owner can match funding with the demands of growth on the Organization.

Cash Flow and Budgeting

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Bookkeeping Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance:

Audit: An intensive examination with the highest level of assurance

Review: Some analytical procedures conducted with limited assurance

Compilation: Based upon client information provided and used primarily for internal use